Serve as the primary point of contact for clients, building and maintaining strong relationships through consistent engagement and support.
Guide clients through integration processes, providing technical assistance and ensuring the success of their self-touring implementation
Identify and capitalize on opportunities to enhance client operations through strategic upselling and cross-selling of additional solutions.
Lead comprehensive onboarding and training programs to ensure clients fully understand and utilize the platform's capabilities.
Conduct periodic client site visits to provide hands-on support, deliver training, and strengthen business relationships.
Work closely with internal teams to relay client feedback and contribute to product development initiatives.

Minimum 3 years of professional experience, with at least 1 year in a Tech environment preferred
2-5 years of Customer Success experience in software/technology company
Experience with Smart-Home / Integrations and technical troubleshooting, preferred
Demonstrated experience with Smart-Home / Integrations and technical troubleshooting
Proven track record of successful upselling and cross-selling in B2B environments
Experience in real estate software, property technology, or related industries
Outstanding interpersonal and communication skills with a client-first mindset
Ability to travel occasionally to client locations (10%-20%)
Knowledge of property management software and IoT-based solutions
Advanced problem-solving abilities and strong client needs analysis skill

Health, dental and vision insurance coverage, helping you “be safe, be healthy”.
A commitment to your future with a 401K plan, offering a 6% company match and no vesting period
Tuition Reimbursement
Unlimited PTO
Employee Discounts through Perks at Work
Community involvement and opportunities to give back so you can “serve others, not yourself”
Opportunities to leverage your unique strengths through CliftonStrengths testing and coaching

Customer Success Specialist

Key skills